Tag: Private client

Recently, Carolle Harris, Nicole Marmor and Raveet Phull of the Sherrards Private Client team completed over forty free wills for clients during the Rennie Grove’s ‘Make Your Will Month’, raising an impressive £3,650 for the charity. Rennie Grove raised a total of £18,300 from the scheme, which is going to be used to support the charity’s many services. Rennie Grove Hospice …

Nicole Marmor and her team were recently involved in a complex domicile matter where the husband was born in South America, lived for some time in the US and then moved to the UK. He subsequently moved back to the US and until recently had both UK and US citizenship although the US citizenship has …

The private wealth team, led by Nicole Marmor, worked closely with our corporate team, particularly Keith Robinson and Hayley West in a recent case involving trusts. In this case, the deceased had died in the middle of a commercial transaction to sell his shareholding in several private companies (owned themselves by a parent company). The …

Sherrards’ private wealth team recently worked with a high net-worth individual on a declaration of trust made by a company based in the British Virgin Islands, with beneficiaries in Kenya and properties in the UK. In this case, the team were asked to add a beneficiary to the trust and then terminate it. It was a …

In February this year, Carolle Harris, Nicole Marmor and Raveet Phull completed over 40 free Wills for clients during the Rennie Grove’s “Make Your Will Month”, raising an impressive £3,650 for the charity. Rennie Grove raised a total of £18,300 from the scheme which is going to be used to support the charity’s many services. …

Struggling for gift ideas? Can’t remember if your niece likes Frozen or Inside Out? Will your uncle use a Kindle? Do your grandchildren have the new Star Wars BB-8? To make life easier for you, here are some gifting ideas from us at Sherrards (and some associated tax advice): Don’t give dogs for Christmas, make …

VV magazine is a publication focusing on an exclusive luxury lifestyle, particularly for the Russian community around the world. Sherrards’ Private Client Team were honoured at this year’s awards, taking place in December. Jean-Paul da Costa, a senior partner at Sherrards, accepted the award on behalf of the Private Client Team, saying: “It is wonderful …

At present, an international Estate (one where assets are situated in more than one country) can be governed by several countries’ private international law rules. Estates are often dealt with in a piecemeal basis between jurisdictions where issues of domicile, residence and nationality overlap. This can be a costly and time-consuming process for executors of …

As we reported in 2015, a new RNRB is being introduced from 6 April 2017. The previous blog goes into detail about how the RNRB will apply to estates, this post will focus on recent developments. The “Residence” The property doesn’t actually have to be the deceased’s main residence or owned for a minimum period. …

A new Expatriate Services report is available from Sherrards Solicitors’ international alliance (Alliott Group) for businesses and individuals looking at life beyond the UK, following BREXIT. The report, published by Alliott Group, a leading international alliance of professional services firms, in which Sherrards Solicitors LLP is the local affiliated member in London, UK, covers 29 …

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